Sean Pendray, financial advisor Coral Gables FL

Sean Pendray

CRD Number: 2465849
Current Firm: Mutual Trust Asset Mgmt., Inc.

Sean Pendray (CRD# 2465849) is an Investment Advisor Representative working at Mutual Trust Asset Mgmt., Inc. in Coral Gables, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Freedom Investors Corp. Coral Gables, FL Sep 2013 - Current 10
Pendray Financial Advisory Coral Gables, FL Mar 2013 - Current 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2008
S63 Uniform Securities State Law Examination Nov 2017
Contact Info for Sean S. Pendray
Phone Number: 727-799-9922
Registered State(s):
  • FL
Current Firm Details
Mutual Trust Asset Mgmt., Inc.
Firm's CRD Number: 121364
By the Numbers
  • Total Assets Under Management
    241
    MILLIONS
  • Total Number of Accounts
    1,915
    ACCOUNTS
  • Average Account Value
    $126,043
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, FL, MA, MN, TX

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